Re: [請益] 巴菲特為何不抄底中國股市？

※ 引述《s72005ming (QQ)》之銘言：
: 巴菲特身為價值投資者
: 名言：別人恐懼我貪婪，別人貪婪我恐懼
: 中國股市經過這幾年的修正
: 本益比已經創下20年新低
: 反觀台股全市場本益比已經創下20年新高
: 這樣來看中國股市似乎更符合巴菲特投資哲學
: 但波克夏的持股卻沒有增加持有中國股市部位
: 巴菲特為何不抄底中國股市？
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: Sent from JPTT on my Samsung SM-S9260.

你都不看股東信/Shareholder Letters??

https://www.berkshirehathaway.com/letters/2023ltr.pdf

他這樣說 很嗆吧

"There remain only a handful of companies in this country (美國) capable of
truly moving the needle at Berkshire, and they have been endlessly picked
over by us and by others. Some we can value; some we can’t. And, if we can,
they have to be attractively priced. Outside the U.S.(外國例如中國), there
are essentially no candidates that are meaningful options for capital
deployment at Berkshire. All in all, we have no possibility of eye-popping
performance."

太嗆了吧 直接來一句 no meaningful
no candidates that are meaningful options for capital deployment at Berkshire

還有比這更歧視的嗎???

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